Client Discovery Form – Branding

Section 1: Basic Information

Title *

Name: *

Company Name:

Company Position

Trading Address *

Phone: *

Email: *

Website (if applicable):

What's the best way to contact you? *

WhatsApp
Email
Text
Phone

Section 2: Business Overview

Is this a new or an existing company? *

How many employees do you employ *

Do you have a company name? *

Yes
No

Do you have a logo? *

Yes
No

What services/products do you provide? *

What problems do you solve for your clients? *

What are the pain points of your target audiences that make them need your service / product

Where are your clients based? *

Describe your current and target audience *

How aware is your target audience about the services you offer? *

What is the current perception of the company? *

A. How do existing clients, customers, feel about your brand now,
B. What do decision makers think of the brand now?

What is important to your audience? Do you have any client feedback or insights? *

Section 3: Branding Goals and Vision

Why did you decide to brand/rebrand? *

Describe in as much detail as possible the high-level / business goals of the new brand. Please outline what you want to get as the result.

What is your company mission?

If you want a rebrand / rename:

Why? What direction do you see yourself going in, in comparison to your existing brand/name?

What are your unique selling points? *

List 3 key benefits you offer.

How do you think your branding should look, and why? *

Describe your brand's personality: *

CTA (Call to Action) *

- What specific action do you want your audience to take after engaging with your brand?
- What outcomes do you want your audience to achieve from choosing your services/products, based on your unique selling points (USPs)

How would you position your business amongst others in the industry? *

What other brands are similar to your brand in vibe/personality?

Any other comments or things we should be aware of?

Section 4: Project Scope and Goals

Please specify who will be involved and make decisions in this project? *

Will this be just yourself or are there other partners, associates involved.

Stakeholders *

List the people at all levels of access to the project who will be responsible for making certain decisions.

Expected project timeline *

Expected project budget *

Where do you see your company in the future? *

How do you see your brand in 5 -10 years from now

Section 5: Brand Communication and Visual Style

Mission Statement vibe *

What’s your soul? What are your core values?

Brand and Tone / messaging *

Brand:
Elite vs Mass Appeal

Tone/Messaging:
Serious vs Playful
Conventional vs Rebellious
Friendly vs Authority
Mature vs Young
Classic vs Innovative

Communication - Design and visual style *

- Does the project have an existing brand book? Logo, typography, color palette, etc.
- Describe the image of the visual style that you want to achieve

Content *

What kind of content would be present on the brand? copy, photos, videos, illustrations? Do we have or need custom photography?

Section 6: Competitor Analysis

List your competitors and other notable services in your niche *

What are they doing right? What are they doing wrong? *

Is there a brand you’ve seen that you love / hate to help us understand your style preferences?

Section 7: Why Us? (Optional)

What made you choose Tactic over other companies?